| Fund Name |
1 Month | 3 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds High Growth Fund | 2.36% |
1.90% |
15.44% |
|||
| Investment Funds Growth Fund | 2.12% |
1.59% |
13.35% |
13.38% |
4.56% |
7.86% |
| Investment Funds Balanced Fund | 1.84% |
1.31% |
10.71% |
10.21% |
2.78% |
5.56% |
| Investment Funds Conservative Fund | 1.35% |
0.82% |
6.67% |
5.03% |
-0.13% |
1.78% |
| Homes and Income Fund | 0.47% |
1.51% |
| Fund Name |
1 Month | 3 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds NZ Share Fund | -1.19% |
-2.90% |
-1.11% |
4.76% |
-1.59% |
2.73% |
| Investment Funds NZ Bond | 1.05% |
0.78% |
5.17% |
2.51% |
-1.76% |
-0.76% |
| Investment Funds NZ Cash Fund * | 0.94% |
0.81% |
4.20% |
|||
| Investment Funds Hedged Global Share Fund | 3.44% |
4.21% |
22.08% |
|||
| Investment Funds Unhedged Global Share | 3.94% |
1.92% |
21.78% |
|||
| Investment Funds Hedged Global Bond | 1.08% |
0.06% |
3.09% |
These returns are to 30-06-2024 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* Changed from the Defensive Investment Fund to the NZ Cash Fund effective on 1 July 2024. The above returns are for the Defensive Investment Fund.